Asking your financial advisor to see your portfolio

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successsuccess
Posted:
in General Discussion edited January 2014
Hey, just wondering if there is specific industry jargon clients use when asking their financial advisor for a breakdown of their portfolio that they have with their firm.



If a client wants to see a list of all their investments and the details of those investments what is a savvy way to request this information and what formats can this be requested in? How would you ask for specific performance details?



Thanks
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